Van Whiting is a registered investment advisor at Onemoney, based in La Jolla, CA, with 17 years of industry experience. Van operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneMoney's investment management fee ranges from 0.50% to 1.50% per year, depending on the size and complexity of the client relationship. The fee is based on the value of your investments at the end of the prior month and is paid monthly in advance. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. There is a minimum annual fee of $2,500, which may be waived or lowered at the discretion of the Advisor.
Location
7449 Girard Avenue, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Van owns real estate, which is not investment-related. This is a part-time activity during business hours at the same address.
Employment History
Current Registrations
Onemoney
Previous Registrations
Onemoney
Onemoney
Onemoney
Ameriprise Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.